The Budget Users Tab is where users are assigned/unassigned for the currently selected budget and their authorizations are set.
Access - The Budget User Tab is displayed in the object display window after a budget object is selected on the object tree and the "view budget master" button is selected on the object tool bar.
Important: Authorization Required: A user will not have the ability to display a budgets definition in the object display window unless they are assigned an authorization of view/modify within the particular budget object selected.
General Description - The Budget User Tab is where users are assigned/unassigned from the budget object and their local authorizations for the currently selected budget object are enhanced/modified as required.
Summary -
Unassigned Users - When using the Budget User Tab, unassigned users appear in the top grid along with a display of their default budget object related authorizations. These default authorizations are carried over from the 'Budgets' tab within the individuals user master data record.
Assigned Users - When a user is assigned to the budget object, the user ID will appear in the lower grid along with the other assigned users for the budget.
How To:
To Assign a User -
Select the desired user from the unassigned users grid located at the top of the screen. Please make sure that you select the user row so that it highlights like below.
Chose the 'Assign' button
Changing a Users Authorizations - To change a users budget object authorization, select the specific user / authorization combination by clicking on the mouse where desired.
In the above example, the user selected to change the SYSADMIN user authorizations for the current budget object under the authorization category of 'Display/Modify'. Upon selection of the cell where the desired user 'Display/Modify' authorization is displayed, a small pop-up will appear with the available options.
Important: Authorization Required: In order to modify the authorizations that are local to the current budget object, the user who is currently maintaining the budget object must have in their own system level user master record the authorization of 'Modify Local Authorizations' set to 'YES' on the 'User Maintenance' tab.
FIELDS
Display/Modify - Determines if the user ID has the ability to display the current budget object definition or Modify the current budget object definition.
Manager - Determines if the user ID has the ability to post General Expenses, create/edit the budget object plan data, and select the budget to report against when using the budget based reporting.
Cmptrlr (Comptroller) - This field determines if you have Comptroller access to the budget.
Create Budget - This field determines if you have the capability to create a budget.
Assign Budget - This field determines if you have the capability to assign a budget.
Create Project - Determines if the user ID has the ability to create a project under this budget.
Assign Project - Determines if the user ID has the ability to assign a project under this budget.
VIEW Command - Select this button if you want to leave EDIT
mode for the particular budget object
that you are maintaining.
Authorization Required - None. If you have access to the budget object via the object tool bar, you are automatically entered into the object display window in VIEW mode.
EDIT
Command - Select this button if you want to edit the budget
object that you are currently viewing.
Authorization Required - The current user must have Display/Modify assigned as 'Modify' within the budget user tab of the currently selected budget object. If a user does not have 'Modify' authorization assigned to his/her user ID within the currently selected budget object the EDIT command button is automatically disabled to limit access.
SAVE
Command
- The SAVE
command button will automatically enable when a change is made to the
contents of one of the fields on the screen. Please
note: If
the save button does not enable, after modifying a field select another
field on the screen with your mouse. The
SAVE button should then activate accordingly.
CANCEL
Command
- The CANCEL
command automatically removes any changes that were made to the screens
fields that have not be previously saved.
Allows a user group to be created from the group of users
assigned to the budget. This group can be accessed for easy assignment
to another budget.
Quick Tips:
To assign a user:
Step 1. If not in Edit mode, choose the edit button
Step 2. Use the drop down box and choose the appropriate user group or enter the user name in find
Step 3. Use the "Assign", "Assign All", "Unassign", Unassign All" options. The item will move from the top grid to the bottom when assigned
Note: To quickly create a reusable set of users for other projects, use the Template button
By assigning a user, you have the capability to override the users authorization for this specific project
Double click on the user in the bottom grid, modify as necessary:
Project: No Authorization / Display/Modify Budget
Post Time: Yes/No
Post Expense: Yes/No
Manager: Yes/No
Comptroller: Yes/No
Create Budget: Yes/No
Assign Budget: Yes/No
Create Project: Yes/No
Assign Project: Yes/No
Save the Project User changes
For More Go To "Help" on the Main tool bar- Expand the window- and select the appropriate topic or white papers for "How To" Guides